Choate Investment Advisors Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$4.2T
Holdings
402
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (402 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,818,522 | $1.7T | 39.89% | |
| 2 | AAPLAPPLE INC | 596,564 | $149.4B | 3.59% | |
| 3 | MUBISHARES TR | 1,272,175 | $135.6B | 3.26% | |
| 4 | MSFTMICROSOFT CORP | 305,058 | $128.6B | 3.09% | |
| 5 | SPYXSPDR SER TR | 2,604,298 | $125.4B | 3.01% | |
| 6 | VOVANGUARD INDEX FDS | 428,294 | $113.1B | 2.72% | |
| 7 | AMZNAMAZON COM INC | 449,192 | $98.6B | 2.37% | |
| 8 | NVDANVIDIA CORPORATION | 721,061 | $96.8B | 2.33% | |
| 9 | GOOGLALPHABET INC | 320,589 | $60.7B | 1.46% | |
| 10 | SPYSPDR S&P 500 ETF TR | 92,297 | $54.1B | 1.30% | |
| 11 | HDHOME DEPOT INC | 138,312 | $53.8B | 1.29% | |
| 12 | VOOVANGUARD INDEX FDS | 96,096 | $51.8B | 1.24% | |
| 13 | IJRISHARES TR | 441,255 | $50.8B | 1.22% | |
| 14 | GOOGALPHABET INC | 223,813 | $42.6B | 1.02% | |
| 15 | PGPROCTER AND GAMBLE CO | 238,568 | $40.0B | 0.96% | |
| 16 | FISVFISERV INC | 172,655 | $35.5B | 0.85% | |
| 17 | VVISA INC | 103,770 | $32.8B | 0.79% | |
| 18 | JPMJPMORGAN CHASE & CO. | 125,712 | $30.1B | 0.72% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 69,681 | $29.6B | 0.71% | |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 167,914 | $29.4B | 0.71% | |
| 21 | VTIVANGUARD INDEX FDS | 97,885 | $28.4B | 0.68% | |
| 22 | JNJJOHNSON & JOHNSON | 194,396 | $28.1B | 0.68% | |
| 23 | TJXTJX COS INC NEW | 229,007 | $27.7B | 0.67% | |
| 24 | WMTWALMART INC | 301,477 | $27.2B | 0.66% | |
| 25 | MRSHMARSH & MCLENNAN COS INC | 121,756 | $25.9B | 0.62% | |
| 26 | MAMASTERCARD INCORPORATED | 47,040 | $24.8B | 0.60% | |
| 27 | UNHUNITEDHEALTH GROUP INC | 46,944 | $23.8B | 0.57% | |
| 28 | ABTABBOTT LABS | 206,650 | $23.4B | 0.56% | |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 43,211 | $22.5B | 0.54% | |
| 30 | PEPPEPSICO INC | 142,176 | $21.6B | 0.52% | |
| 31 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 103,376 | $20.4B | 0.49% | |
| 32 | VEAVANGUARD TAX-MANAGED FDS | 366,170 | $17.5B | 0.42% | |
| 33 | WCNWASTE CONNECTIONS INC | 97,862 | $16.8B | 0.40% | |
| 34 | METAMETA PLATFORMS INC | 28,433 | $16.6B | 0.40% | |
| 35 | ATRAPTARGROUP INC | 101,514 | $15.9B | 0.38% | |
| 36 | ADBEADOBE INC | 34,974 | $15.6B | 0.37% | |
| 37 | DISDISNEY WALT CO | 136,622 | $15.2B | 0.37% | |
| 38 | CNRCANADIAN NATL RY CO | 148,771 | $15.1B | 0.36% | |
| 39 | IWFISHARES TR | 36,660 | $14.7B | 0.35% | |
| 40 | LLYELI LILLY & CO | 18,490 | $14.3B | 0.34% | |
| 41 | AXPAMERICAN EXPRESS CO | 47,604 | $14.1B | 0.34% | |
| 42 | PGRPROGRESSIVE CORP | 54,669 | $13.1B | 0.31% | |
| 43 | XOMEXXON MOBIL CORP | 119,397 | $12.8B | 0.31% | |
| 44 | ABBVABBVIE INC | 71,792 | $12.8B | 0.31% | |
| 45 | ADPAUTOMATIC DATA PROCESSING IN | 43,536 | $12.7B | 0.31% | |
| 46 | LINLINDE PLC | 29,510 | $12.4B | 0.30% | |
| 47 | NDQINVESCO QQQ TR | 24,137 | $12.3B | 0.30% | |
| 48 | DHRDANAHER CORPORATION | 50,143 | $11.5B | 0.28% | |
| 49 | IJHISHARES TR | 184,725 | $11.5B | 0.28% | |
| 50 | EMREMERSON ELEC CO | 91,262 | $11.3B | 0.27% | |
| 51 | BRK-BBERKSHIRE HATHAWAY INC DEL | 16 | $10.9B | 0.26% | |
| 52 | MSCIMSCI INC | 18,098 | $10.9B | 0.26% | |
| 53 | HONHONEYWELL INTL INC | 46,776 | $10.6B | 0.25% | |
| 54 | ALCALCON AG | 117,952 | $10.0B | 0.24% | |
| 55 | VIGVANGUARD SPECIALIZED FUNDS | 50,789 | $9.9B | 0.24% | |
| 56 | EWEDWARDS LIFESCIENCES CORP | 129,357 | $9.6B | 0.23% | |
| 57 | EPDENTERPRISE PRODS PARTNERS L | 304,621 | $9.6B | 0.23% | |
| 58 | VTVANGUARD INTL EQUITY INDEX F | 80,656 | $9.5B | 0.23% | |
| 59 | GQ9SPDR GOLD TR | 38,971 | $9.4B | 0.23% | |
| 60 | BILSSPDR SER TR | 92,222 | $9.1B | 0.22% | |
| 61 | KDPKEURIG DR PEPPER INC | 282,788 | $9.1B | 0.22% | |
| 62 | EOGEOG RES INC | 70,283 | $8.6B | 0.21% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 9,356 | $8.6B | 0.21% | |
| 64 | ECLECOLAB INC | 35,970 | $8.4B | 0.20% | |
| 65 | MCDMCDONALDS CORP | 27,978 | $8.1B | 0.19% | |
| 66 | TYLTYLER TECHNOLOGIES INC | 13,734 | $7.9B | 0.19% | |
| 67 | A4SAMERIPRISE FINL INC | 14,072 | $7.5B | 0.18% | |
| 68 | MRKMERCK & CO INC | 75,046 | $7.5B | 0.18% | |
| 69 | CSCOCISCO SYS INC | 123,590 | $7.3B | 0.18% | |
| 70 | UNPUNION PAC CORP | 30,712 | $7.0B | 0.17% | |
| 71 | COPCONOCOPHILLIPS | 68,211 | $6.8B | 0.16% | |
| 72 | SGOLETFS GOLD TR | 267,482 | $6.7B | 0.16% | |
| 73 | AVGOBROADCOM INC | 28,497 | $6.6B | 0.16% | |
| 74 | SPGIS&P GLOBAL INC | 13,258 | $6.6B | 0.16% | |
| 75 | ORCLORACLE CORP | 38,282 | $6.4B | 0.15% | |
| 76 | NKENIKE INC | 79,972 | $6.1B | 0.15% | |
| 77 | BILSPDR SER TR | 64,962 | $5.9B | 0.14% | |
| 78 | GISGENERAL MLS INC | 91,016 | $5.8B | 0.14% | |
| 79 | CPCANADIAN PACIFIC KANSAS CITY | 78,749 | $5.7B | 0.14% | |
| 80 | VUGVANGUARD INDEX FDS | 13,281 | $5.5B | 0.13% | |
| 81 | USMVISHARES TR | 60,973 | $5.4B | 0.13% | |
| 82 | AMTAMERICAN TOWER CORP NEW | 28,091 | $5.2B | 0.12% | |
| 83 | VBRVANGUARD INDEX FDS | 25,852 | $5.1B | 0.12% | |
| 84 | TSLATESLA INC | 12,363 | $5.0B | 0.12% | |
| 85 | CVXCHEVRON CORP NEW | 34,145 | $4.9B | 0.12% | |
| 86 | BUSDBARNES GROUP INC | 103,053 | $4.9B | 0.12% | |
| 87 | ACNACCENTURE PLC IRELAND | 13,444 | $4.7B | 0.11% | |
| 88 | XLVSELECT SECTOR SPDR TR | 33,044 | $4.5B | 0.11% | |
| 89 | AMATAPPLIED MATLS INC | 27,337 | $4.4B | 0.11% | |
| 90 | EFAISHARES TR | 57,968 | $4.4B | 0.11% | |
| 91 | ALSALLSTATE CORP | 22,391 | $4.3B | 0.10% | |
| 92 | AMGNAMGEN INC | 15,990 | $4.2B | 0.10% | |
| 93 | RTXRTX CORPORATION | 34,920 | $4.0B | 0.10% | |
| 94 | PRGSPROGRESS SOFTWARE CORP | 61,948 | $4.0B | 0.10% | |
| 95 | NVONOVO-NORDISK A S | 46,863 | $4.0B | 0.10% | |
| 96 | SYKSTRYKER CORPORATION | 10,763 | $3.9B | 0.09% | |
| 97 | LOWLOWES COS INC | 15,700 | $3.9B | 0.09% | |
| 98 | NEENEXTERA ENERGY INC | 53,270 | $3.8B | 0.09% | |
| 99 | KOCOCA COLA CO | 61,303 | $3.8B | 0.09% | |
| 100 | AFLAFLAC INC | 36,474 | $3.8B | 0.09% |
Page 1 of 5Next